Godrej Consumer Products Q4 Results: Company Swings Back To Profit
The margin narrowed to 21.1% versus 22.3% in the year-ago period.
Godrej Consumer Products Ltd. swung back to profit in the quarter ended March but missed analysts' estimates.
The company posted a bottom line of Rs 412 crore during the January–March period of the last financial year as compared to a loss of Rs 1,893 crore in the year-ago period, according to an exchange filing on Tuesday. Analysts tracked by Bloomberg had a consensus estimate of Rs 490.8 crore.
GCPL Q4 FY25 Highlights (Consolidated, YoY)
Revenue up 6.2% to Rs 3,598 crore versus Rs 3,385 crore (Bloomberg estimate: Rs 3,616.9 crore).
Ebitda up 0.4% to Rs 759 crore versus Rs 756 crore (Estimate: Rs 739 crore).
Margin narrows to 21.1% versus 22.3% (Estimate: 20.4%).
Net profit of Rs 412 crore versus loss of Rs 1,893 crore (Estimate: Rs 490.8 crore).
Home Care Category Review
The home care segment of GCPL grew 14%, with household insecticides posting a double-digit growth, driven by season and strong market-share gains across all formats.
Goodknight Agarbatti outperformed and became the market leader in this category. Air fresheners delivered high single-digit volume growth and launched Mini Aer Pocket in a few states in south India at Rs 30.
Fabric Care achieved robust double-digit volume growth, with Godrej Fab expanding nationwide and continuing to strengthen its market share.
Personal Care
The personal care segment of GCPL grew 4%. Personal wash volumes saw a mid-to-high single-digit decline during the quarter due to volume-price adjustments, but this was offset by high single-digit pricing growth.
The hair colour volumes experienced mid-single-digit growth. Godrej Expert Rich Crème access packs performed well, recording double-digit growth, while shampoo hair colour volumes grew at a double-digit rate.
Shares of GCPL closed 0.90% lower at Rs 1,250.80 apiece on the NSE, compared to a 0.33% rise in the benchmark Nifty. The stock has risen 0.05% in the last 12 months and 15.6% on a year-to-date basis.
Out of the 36 analysts tracking the company, 27 have a 'buy' rating on the stock, six suggest 'hold' and three recommend 'sell', according to Bloomberg data. The average of 12-month analysts' price target implies a potential upside of 5.1%.
